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Magnus Financial Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Magnus Financial Group’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$313K Buy
2,030
+3
+0.1% +$443 0.02% 301
2026
Q1 		$268K Sell
2,027
-57
-3% -$7.9K 0.02% 314
2025
Q4 		$290K Buy
2,084
+5
+0.2% +$690 0.02% 341
2025
Q3 		$282K Buy
2,079
+5
+0.2% +$653 0.02% 331
2025
Q2 		$263K Buy
2,074
+5
+0.2% +$590 0.02% 323
2025
Q1 		$238K Buy
2,069
+67
+3% +$8.12K 0.02% 320
2024
Q4 		$243K Buy
2,002
+6
+0.3% +$736 0.02% 308
2024
Q3 		$240K Buy
1,996
+7
+0.4% +$808 0.02% 297
2024
Q2 		$223K Buy
1,989
+5
+0.3% +$542 0.03% 292
2024
Q1 		$217K Buy
+1,984
New +$207K 0.03% 299

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Magnus Financial Group's SUSA Position: Q2 2026 in Review

Magnus Financial Group increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.15% in Q2 2026, buying an estimated $443 and bringing the position to 2,030 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #301.

Magnus Financial Group first reported a position in SUSA in Q1 2024 and has held it in 10 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Magnus Financial Group held 2,030 shares of iShares ESG Optimized MSCI USA ETF worth $313K as of Q2 2026.
  • Magnus Financial Group bought 3 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $443.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #301 holding.
  • Magnus Financial Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.